Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONEHILL FIDUCIARY Service code 27 · EIN 45-5608425 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $127 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,192 | $80,731+176.5% | $103,374+115.9% | $74,546+199.4% |
| Participation rate | 90.9% | 65.7%+25.2pp | 74.5%+16.4pp | 67.2%+23.7pp |
| Annual return | 17.45% | 27.56%-10.1pp | 24.89%-7.4pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $1,138 | $3,158-64.0% | $3,869-70.6% | $2,624-56.6% |
| Participant deferral / active EE | $10,643 | $3,860+175.7% | $5,058+110.4% | $4,347+144.8% |
| Admin fee / account holder | $185 | $2,369-92.2% | $8,394-97.8% | $1,944-90.5% |